Huawei will integrate its auto and consumer businesses, reiterating that it will not build cars again

category:Finance
 Huawei will integrate its auto and consumer businesses, reiterating that it will not build cars again


So, what does Huawei want to do to enter the auto industry?

According to Huaweis statement last year, it did not focus on OS system, but on Huaweis Internet of vehicles. The overall positioning is on the infrastructure of the Internet of vehicles platform. It mainly provides ICT technology for automobile enterprises, including 3G / 4G (future 5g) network, communication module, Internet of vehicles platform, cloud data center, etc.

However, from this years mate40 mobile phone conference, after the first participation of the automobile business and the introduction of the new brand concept, we can see that Huawei not only needs to provide the core computing power and connecting parts for the automobile, but also make the automobile brain, which has not only the software such as the operating system, but also the support of chips, MDC, laser radar and other hardware.

According to Huaweis latest hi intelligent vehicle solution, it includes a new computing and communication architecture and five intelligent systems, namely intelligent driving, intelligent cockpit, intelligent electric, intelligent network connection and intelligent car cloud, as well as a complete set of intelligent components such as lidar and ar-hud.

Hi provides powerful computing power and operating system, including three computing platforms, intelligent driving computing platform, intelligent cockpit computing platform and intelligent vehicle control computing platform, as well as three major operating systems AOS (intelligent driving operating system), HOS (Intelligent cockpit operating system) and Vos (intelligent vehicle control operating system).

For Huawei, the current industry is mainly network connected pipeline business and terminal business, and automobile is a new track opened by Huawei in recent years. In the current international environment and fierce competition, the communication business is facing great challenges. The mobile phone business is stuck and glory has been sold. At present, the core business is facing uncertainty. The automobile can be regarded as a new growth point for Huawei. Moreover, in terms of automobile technology, no country is in a monopoly position. The United States, Europe, Japan and other regions have their own strengths. In the long run, Huaweis layout of automobiles has few restrictions, and there are also opportunities for independent research and development.

On the other hand, the car, a large mobile terminal, contains great opportunities for change. Although the growth rate of automobile sales slowed down, the incremental market of automotive electronic parts was expanding, especially the development of new energy vehicles and automatic driving, which led to the reshuffle of suppliers.

Although Huawei doesnt make cars, it will make some adjustments in its auto business. In fact, the information about the adjustment has already been spread in the circle. On the one hand, it is based on the carding of the auto business lines; on the other hand, there are overlapping parts in the auto business and the consumer business. Both sides will carry out some integration.

Firstly, the business jurisdiction of intelligent vehicle solution bu (iasbu) is adjusted from ICT business management committee to consumer business management committee, and Wang Tao is appointed as a member of consumer business management committee.

This means that the automotive Bu has shifted to another sector in Huaweis architecture, moving from ICT to consumer business and integrating with it.

In enterprises, bu originally refers to product line, BG is business group, and BG level is higher. However, at that time, Huawei moved the auto Bu to the group, which was subordinate to ICT organization and ranked in the same position as BG. The importance of automobile business can be seen. Now, the automobile is separated from the ICT business facing the B end and transferred to the consumer business segment serving the C end.

Huawei enters the automotive industry as a software and hardware supplier. Strictly speaking, it belongs to b-end business. However, in order to develop smart cars, vehicle machine interconnection is indispensable. Whether from the connection level, operating system level or hardware products, Huaweis mobile phone and automobile business need cooperation before. The car scene is also part of the IOT strategy and multi screen strategy of Huaweis consumer business. This year, the consumer business also released the first on-board smart screen for car machine scenarios.

Therefore, it is not difficult to understand that Huaweis second adjustment to the automotive business is to restructure the consumer bgirb (institutional review board) into the intelligent terminal and intelligent car parts IRB, and adjust the investment decision-making and portfolio management of the intelligent car parts business from ictirb to the intelligent terminal and intelligent car parts IRB. Yu Chengdong was appointed director of IRB of intelligent terminal and intelligent vehicle parts.

As mentioned above, Huaweis automotive business will be integrated with mobile phone and other terminal services to a certain extent. While the survival space of mobile phone is squeezed, Huawei proposes multi product collaborative development in its external statement. In other words, it is Huaweis strategic shift and supplement to push more product lines to the front line and dig deep into the scene. In addition to the car track, Huawei seems to be running in the direction of integrated hardware companies.

However, it is necessary to point out that the logic of the end products of the automobile and Huawei is different. Huawei does the horizontal migration of the manufacturing capacity of mobile phones in the aspects of TV, flat panel, watch, glasses and speaker. However, the field of vehicle and machine is different. This is another runway, including supply chain, sales channel, brand building, etc. it is separated from the original industry. Huawei needs to re-establish it Ability, and how to integrate next is also a point.

Finally, Huawei once again stressed not to build cars, as the third resolution: who will propose to build cars in the future and interfere with the company can be transferred from their posts and look for other posts. Intelligent terminal and intelligent car parts IRB and consumer business management committee should adhere to Huaweis strategy of not making cars, and have no right to change this strategy.

Source: Chen Hequn, editor in charge of economic report in the 21st century_ NB12679